See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,684 | $60,124+99.1% | $90,404+32.4% | $79,858+49.9% |
| Participation rate | 64.8% | 65.0%-0.2pp | 72.7%-7.9pp | 69.6%-4.8pp |
| Annual return | 11.29% | 71.94%-60.7pp | 1293.02%-1281.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,143 | $2,068+3.6% | $3,262-34.3% | $2,471-13.3% |
| Participant deferral / active EE | $5,453 | $2,938+85.6% | $3,963+37.6% | $3,740+45.8% |
| Admin fee / account holder | $4,398 | $3,976+10.6% | $5,611-21.6% | $5,306-17.1% |